Investment Representative

1 month ago

Ottawa, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled Investment Representative to join our team at Scotia iTRADE. As an Investment Representative, you will be responsible for providing exceptional client service and promoting industry-leading investment solutions to our clients.

Key Responsibilities
  • Actively promote and provide industry-leading client service to every client, every time.
  • Maintain expert understanding of the Mainstreet & Gold client segments, trading platforms, and order routing to serve clients effectively and efficiently.
  • Ensure that every client experience is consistent with Scotia iTRADE's service standards.
  • Actively engage in client inquiries, problem-solving, and providing value-added client service to achieve First Call Resolution.
  • Liaise and collaborate with Manager to execute effective client solutions.
  • Communicate clearly, concisely, and provide accurate information to clients.
  • Ensure the timely and prompt submission of client instructions and client follow-up.
  • Answer service and trade-related inquiries in a fast-paced and dynamic contact centre environment.
  • Liaise with supervisors, settlements, credit, and executing brokers to ensure proper handling of client orders.
  • Provide clients with added value solutions and spot opportunities to strengthen client relationships by growing their business with Scotia iTRADE and/or our Partners.
  • Provide flexibility to back up other Queues, including Client Care Queue, iClub Qs, etc.
Requirements
  • Fluency in Cantonese and/or Mandarin.
  • 2+ years of industry experience.
  • A minimum of 1 year sales experience, including the ability to identify cross-sell and referral opportunities.
  • Previous discount brokerage experience.
  • Broad investment product knowledge in Equities, Fixed Income & Mutual Fund Securities.
  • Strong attention to detail and the ability to recognize risk to the firm.
  • Ability to set and achieve goals, and work independently.
  • Strong communication / interpersonal skills.
  • Knowledge of back office functionalities.
  • Ability to adapt to a changing environment and duties, dependent on current situations and directives from management.
  • Expert knowledge of procedures related to securities settlement.
  • Excellent time management skills with the ability to prioritize workloads to ensure optimum telephone coverage and adherence to established service standards.
  • College Diploma/University Degree.
Required Industry Courses:
  • CSC.
  • CPH.
  • IIROC licensed as an IR and DFOL (Derivative Fund Options License).

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